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Morgan Stanley CRD 149777
$1.96T regulatory AUM 416,984 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2026-03-18 |
| TX | RA | APPROVED | 2024-06-28 |
| CO | RA | APPROVED | 2024-05-22 |
Branch Locations
Snowmass Village, CO • United States
55 East 52Nd Street 28Th Floor, New York, NY 10055 • United States
5251 Dtc Parkway Suite 1500, Greenwood Village, CO 80111 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | Greenwood Village | CO | 03/2024 | Present |
| Nfcp (Self Employed) | Miami | FL | 09/2009 | 12/2023 |
| Self Study/Education/Unemployed | Snowmass Village | CO | 01/2024 | 03/2024 |
| Morgan Stanley Private Bank, N.A | New York | NY | 05/2024 | Present |
| Morgan Stanley | Aspen | CO | 01/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-05-22 |
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